Member onboarding - original creator workflow
40 nodes · 35 non-note nodes
Open read-only HTML explorer →Download explicitly sanitized review JSON
Built systems
Onboard: Give every member setup step a clear checkpoint.
Onboard makes the member setup journey easy to follow from a won Close CRM opportunity through Airtable, Mighty Networks, Intercom and Slack. Its checkpoint interface brings stage status and failure handling into a clear operating view for the team.
Onboard
Interface walkthroughOpen full view: Member onboarding pipeline
About this view
Product interface
Local members and checkpoints.
Interface walkthroughOpen full view: Step-specific retry timeline
About this view
Product interface
Scripted local, not a real provisioning attempt.
Interface walkthroughOpen full view: Integration checkpoint view
About this view
Product interface
Status, not live connection health.
About this view
Local import only
Published creator source imported locally: 40 nodes, 35 non-note. Inactive; never executed here.
About this view
Local import only
Native source detail. Provider credentials have been removed.
About this view
Local import only
Native-source detail crop. Original branch logic shown without credentials or execution.
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What it does
- Checkpoint interface mapping the Close CRM handoff to tracking, community, support and team notifications.
- Stage and error views for inspecting individual member setup handoffs.
- Local retry controls for working through failed checkpoint paths.
Why it matters
Gives onboarding operators a clear view of setup progress and the specific handoff that needs attention.
- Close CRM to Airtable, community, support and team notification
- 1 trigger → 4 destinationsScope of the original published creator workflow. The optional Kit drip is a separate addition.
- manual baseline in the supplied cost model
- $500–$600Scenario only: 5 days × 10–12 hours × $10/hour. Not an observed project saving or completion-time benchmark.
Explore the interface
Under the hood
Technology stack
Close CRM
n8n
Airtable
Mighty Networks
Intercom
Slack- JavaScript
React
Build note
5+ manual setup steps. One CRM-triggered onboarding flow.Source & context
Engagement documentation and dashboard source inspection.
Native n8n imports are local and inactive, not production execution. Historical recording capture dates are unknown; a displayed report period is not its capture date. Local source review: October 27, 2026. Public release and client-material clearance remain separate.
Start from a won deal, not a reminder
The original workflow validates the opportunity status and email, fetches the CRM context and routes the member by program tier. The published description identifies five or more manual setup steps that this links together.
Give each setup step its own checkpoint
Airtable tracking, the Mighty Networks invitation, the Intercom profile and Slack notifications are distinct handoffs. The original source includes step-specific error paths, so the operator can identify what still needs attention.
Show the actual workflow, then the operating interface
The native n8n views come from the published JSON, with forty source nodes including five notes.
Price the manual baseline, then measure the reduction
$600 in manual work. That is a cost model, not an observed project saving. Completion time and the actual destination records need checking before claiming the achieved reduction.
Inside the system
- Won-deal event Starts the documented provisioning journey.
- Destination context Carries the member setup path across the named tools.
- Stage visibility Source declares status, errors and searchable records.
- Recovery review Source declares resubmission; live success requires a separate check.
The handoff
- Won-deal handoff map
- Destination setup requirements
- Stage and error visibility
- Member-access acceptance checks
Technology stack
Workflow and connected systems
- Close CRM
- n8n
- Airtable
- Mighty Networks
- Intercom
- Slack
- JavaScript
Documented onboarding path and recovered workflow source; not current provider acceptance.
This local walkthrough
- React
Reconstructed interface with member records.
Not established
- Production hosting is not established.
Source reading
Source & context
| View | Provenance and limitation | Evidence class |
|---|---|---|
| Fig. 1 | Member onboarding pipeline Local members and checkpoints. | Product interface |
| Fig. 2 | Step-specific retry timeline Scripted local, not a real provisioning attempt. | Product interface |
| Fig. 3 | Integration checkpoint view Status, not live connection health. | Product interface |
| Fig. 4 | Original CRM-to-member onboarding workflow Published creator source imported locally: 40 nodes, 35 non-note. Inactive; never executed here. | Local import only |
| Fig. 5 | Member provisioning and failure handoff Native source detail. Provider credentials have been removed. | Local import only |
| Fig. 6 | Mighty Networks plan check and status writeback Native-source detail crop. Original branch logic shown without credentials or execution. | Local import only |
Engagement documentation and dashboard source inspection.
Native n8n imports are local and inactive, not production execution. Historical recording capture dates are unknown; a displayed report period is not its capture date. Local source review: October 27, 2026. Public release and client-material clearance remain separate.
Reviewed: 2026-10-27
Map one workflow handoff
Bring one workflow and the output the next person needs. Define its inputs, review decision and completion check before agreeing implementation scope.